Admins can assign Account Admin and HR Admin roles to users directly from a person's account settings page. When complete, the assigned role appears as a checked permission in the user's Permissions section.
Before You Begin
- You must have Account Admin access to assign roles. See for role definitions.
- Only Account Admins can be assigned as HR Admins. Attempting to assign the HR Admin role to a non-Account Admin will not produce the expected result.
Steps
- Click People in the left-hand navigation.
- Use the search bar to find the employee by name.
- Click the employee's name to open their account settings page.
- Scroll to the Permissions section.
- Check the box next to the role you want to assign.
- Click Save.
What Success Looks Like
The checkbox next to the assigned role remains checked after saving. The role label is visible in the Permissions section of the employee's account settings page.
If Something Goes Wrong
| Issue | Check | Fix |
|---|---|---|
| HR Admin checkbox is not available | Confirm the employee currently has Account Admin role assigned | Assign Account Admin first, then return to assign HR Admin |
| Changes do not persist after saving | Confirm you clicked Save before navigating away | Re-check the box and click Save again |
| Employee does not appear in search results | Confirm the employee is an active user in 15Five | Go to People and verify the employee's account status |
Not Covered Here
This article does not cover the permissions each role grants in Engagement. See .
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